RSM US India | Manager, Tax Process Strategy & Solutions

Responsibilities

• The goal of this role is to drive long-term scalability and sustainability of the business for a competitive advantage.
• To execute their area of responsibility, this role collaborates with staff, the tax practice, product teams, IT, other functional areas within the broader RSM firm, and field offices to ensure we achieve the vision cohesively and effectively.
• You’ll find an environment that inspires and empowers you to thrive both personally and professionally.
• You will play a key role in the build-out and continued improvement and stewardship of our process and technology for US individual and trust/estate taxation.
• Collaborates with process leads and Tax practice SMEs to understand how products fit into the overall "vision" for one or more business area(s).
• Works with process leads, Change Management, and practice leaders to establish usage and product-related targets; assesses performance against these targets.
• Partners with practice leaders and SMEs to understand, analyze, and prioritize business needs for providing requirements to BAs and product teams for custom developed solutions or for enhancement requests to vendors.
• Responsible for end-user product documentation/content including user guides, knowledge docs, and training materials.
• Leads efforts to improve internal processes, controls, and procedures through documentation, validation, and testing.
• Partners with tax practice subject matter experts in the development and maintenance of tax content within and between applications.
• Designs and develops workpapers, data mappings, and other tax specific deliverables and content within applications, actively using expertise in accounting, tax, and the tax engagement lifecycle.
• Conduct tax research on tax technical topics and determine process implications.
• Maintain currency of integrations with other solutions and assists in the pertinent testing.
• Assists process lead(s) and business analysts with end-to-end process development, data flows, end-user process documentation including user guides, process flows, and training materials.
• Partners with Change Management and practice leaders to help lead implementation and ongoing adoption of products.
• Serves as a Performance Advisor to Associates and Senior Associates providing coaching, feedback, and development support.
• Acts as primary internal functional process owner/SME for how assigned third party or custom developed solutions are used in tax engagement team processes, maintaining expertise on products through their lifecycle, developing an in depth understanding of user experience and needs by partnering with tax professionals.
• Coordinates with RSM product team or vendor to understand new features/functionality and works with Change Management, process leads, and business teams to socialize the timing of new capabilities and how they fit into end-to-end process.
• Acts as a key contact for internal stakeholders and clients on complex tax technology matters, resolving issues with autonomy.

Education / certification requirements

• Certified Public Accountant (CPA), Chartered Accountant (CA), Enrolled Agent (EA) or JD, or actively pursuing.
• Minimum of 10 years’ experience having done tax compliance and advisory for high net-worth individuals within mid to large size public account firms (required).
• Must be capable of dealing confidently and professionally at executive level and with customers (required).
• Results driven; high integrity; ability to influence, negotiate and build relationships; superior communications skills; make complex decisions and manage change (required).
• Effective communication skills for differing audiences and situations (required).
• Tax compliance or advisory experience with deep expertise in accounting or tax fundamentals (required).
• Proficient with multi-state taxation and familiar with foreign disclosures (required).
• Proficient in investment partnership taxation (preferred).
• Proficient in preparing and reviewing returns with CCH Axcess Tax or Thomson Reuters GoSystem (required).
• Proficient in using SurePrep to prepare and review returns (preferred).
• Proficient in conducting tax research and effectively consulting and using various resources (e.g., government authority form instructions, statutes, regulations, and secondary resources and research products) (required).
• Must effectively operate with limited supervision (required).
• Strategic, out-of-the-box thinker and problem-solving experience to assess, analyze, troubleshoot, and resolve issues and think through and identify the implications of issues or proposed actions or designs.
• Excellent analytical skills, extraordinary attention to detail, and ability to present recommendations.
• Strong leadership capabilities, experience and passion for talent development, and proven experience leading teams through change and digital transformation.
• Passion for technology and providing exceptional experiences both internally for our employees and externally for clients and prospects.
• Strong ownership, bias to action, and know-how to succeed in ambiguity.

RSM US India

RSM US India is an employer hiring in India (sector: Audit / Consulting / Advisory). In its own words: "RSM US LLP is the leading U.S."

CA Samaaj lists RSM US India's current India openings for finance, accounts, audit and tax professionals, taken from its official careers site (rsm.wd1.myworkdayjobs.com) and checked regularly to remove closed jobs. Recent roles are based in Gurugram, Bengaluru and Hyderabad.

• Industry: Audit / Consulting / Advisory